earnings
confidence high
sentiment positive
materiality 0.75
Samsara Q2 FY2026 revenue $391.5M (+30% YoY); ARR $1.64B; GAAP op loss narrows to $26.6M
Samsara Inc.
2026-Q2 EPS reported
-$0.07
revenue$758,364,000
- Revenue $391.5M (+30% YoY, 31% constant currency); ending ARR $1.64B (+30%).
- Customers with ARR >$100k: 2,771 (up 651 YoY); those customers generated ~$1B ARR (+35%).
- GAAP gross margin 77% (up 1pt); non-GAAP gross margin 78% (up 1pt).
- GAAP net loss per share $(0.03) vs $(0.09) YoY; non-GAAP EPS $0.12 vs $0.05.
- Adjusted free cash flow $44.2M (11% margin) vs $13.1M (4% margin) YoY.
item 2.02item 9.01